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Pacific Excel Wealth Advisors’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Pacific Excel Wealth Advisors’s Portfolio LGOV Stock Details LGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-25,668
Closed -$554K – 286
2026
Q1 		$554K Buy
25,668
+11,666
+83% +$255K 0.58% 65
2025
Q4 		$306K Buy
+14,002
New +$308K 0.58% 70

Other funds holding LGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pacific Excel Wealth Advisors's LGOV Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q2 2026, closing a stake of 25,668 shares — an estimated $554K sold.

Pacific Excel Wealth Advisors first reported a position in LGOV in Q4 2025 and held it in 2 quarters. The position peaked at $554K in Q1 2026. 155 funds tracked by Wall St. Rank hold LGOV as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Long Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 25,668 First Trust Long Duration Opportunities ETF shares in Q2 2026, an estimated $554K.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Long Duration Opportunities ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's First Trust Long Duration Opportunities ETF position peaked at $554K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.